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CIK: 0001803848
Total reported value
$1.6B
$1.6B
260 檔
21.6%
As reported in its official Q3 2024 Form 13F filing, RMR Wealth Builders's tracked investment portfolio stood at $1.6B with 260 total positions.
In Q3 2024, RMR Wealth Builders displayed an active expansion posture, initiating 8 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VTV) accounted for 21.6% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.46% | +0.18% | +4.93% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.45% | +0.61% | +3.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.05% | +0.02% | +6.14% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.56% | -0.38% | +3.08% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.34% | -0.29% | -2.03% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.03% | -0.43% | +3.02% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.85% | — | +12.41% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.32% | -0.33% | -1.92% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.93% | -0.24% | +1.37% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.72% | -0.25% | -0.35% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.40% | -0.40% | +7.27% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.35% | -0.06% | +2.88% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.23% | +0.74% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.73% | -0.18% | +8.71% | |
| 15 | FMB | First Trust Managed Municipa | ETF-Other | 1.56% | -0.21% | +12.87% | |
| 16 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.50% | -0.26% | +9.91% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.04% | +0.42% | |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.28% | -0.18% | +12.03% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | -0.09% | +894.63% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.23% | — | +12.14% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | -0.09% | -5.56% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | -0.05% | +7.11% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.85% | -0.10% | -1.15% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.03% | +0.13% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.06% | -2.50% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.05% | +2.21% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.07% | -1.48% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.49% | +0.95% | +8.61% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.02% | -0.49% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.09% | +2.94% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.16% | +4.18% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.06% | -2.55% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.11% | +2.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | -1.71% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.05% | +1.18% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | — | -4.79% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.49% | EXIT | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.57% | +386.73% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.13% | -2.60% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | +0.03% | -1.39% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.06% | -1.76% | |
| 42 | ANETEUR | Arista Networks Inc | Stock-Other | 0.29% | — | -14.86% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.28% | -0.03% | -4.14% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | -0.02% | -1.03% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.28% | -0.02% | -3.42% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.10% | +1.98% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.04% | +0.01% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.26% | -0.01% | -1.14% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | +0.06% | +5.38% | |
| 50 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.25% | -0.01% | -21.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.5% | +6.14% | Add |
| 2 | AMD | Advanced Micro Devices | +0.3% | +386.73% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +12.41% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +4.93% | Add |
| 5 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.2% | NEW | New buy |
| 6 | MMM | 3m Co | +0.2% | NEW | New buy |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.1% | +1.37% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.08% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.88% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.02% | Add |
| 12 | FMB | First Trust Managed Municipa | +0.1% | +12.87% | Add |
| 13 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +12.03% | Add |
| 14 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +12.14% | Add |
| 15 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.11% | Add |
| 16 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 17 | TSLA | Tesla Inc | +0.1% | +5.38% | Add |
| 18 | SCHM | Schwab US Mid Cap ETF | +0.1% | NEW | New buy |
| 19 | IAI | Ishares U.s. Broker-dealers | +0.1% | NEW | New buy |
| 20 | MUB | Ishares National Muni Bond E | 0% | +8.71% | Add |
| 21 | FSMB | First Trust Short Dur Manag | 0% | +9.91% | Add |
| 22 | HD | Home Depot Inc | 0% | -0.49% | Trim |
| 23 | CEG | Constellation Energy | 0% | -3.42% | Trim |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | NEW | New buy |
| 25 | SDY | Ss Spdr S&p Dividend ETF | 0% | NEW | New buy |
| 26 | CMCSA | Comcast Corp-class A | 0% | +25.11% | Add |
| 27 | WMT | Walmart Inc | 0% | +0.12% | Add |
| 28 | BX | Blackstone Inc | 0% | +3.80% | Add |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +35.33% | Add |
| 30 | SUB | Ishares Short-term National | 0% | +7.27% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | -2.50% | Trim |
| 32 | SCHO | Schwab Short-term US Treas | 0% | +8.61% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.71% | Trim |
| 34 | IWD | Ishares Russell 1000 Value E | — | -0.35% | Trim |
| 35 | V | Visa Inc-class A Shares | — | +4.18% | Add |
| 36 | AVGO | Broadcom Inc | 0% | +894.63% | Add |
| 37 | MDY | State Street Spdr S&p Midcap | 0% | -1.15% | Trim |
| 38 | XLI | Ss Industrial Select Sector | -0.1% | -56.02% | Trim |
| 39 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 40 | ASML | ASML Holding N.V. | -0.1% | -0.47% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.1% | -6.31% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -4.79% | Trim |
| 43 | VUG | Vanguard Growth ETF | -0.1% | +3.95% | Add |
| 44 | DE | Deere & Co | -0.1% | EXIT | Sold out |
| 45 | ABT | Abbott Laboratories | -0.1% | EXIT | Sold out |
| 46 | AMZN | Amazon.com Inc | -0.2% | +0.42% | Add |
| 47 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.3% | +0.74% | Add |
| 49 | IWF | Ishares Russell 1000 Growth | -0.3% | -2.03% | Trim |
| 50 | NVDA | Nvidia CORP | -0.4% | -1.92% | Trim |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 260 disclosed positions in Q3 2024.
During Q3 2024, RMR Wealth Builders's top holdings by market value included VOO (8.5%)、VUG (8.4%)、VTV (8.1%). The largest single position, VOO, represented 8.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FTRB
市值: $1.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.6M
In Q3 2024, RMR Wealth Builders made 50 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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